+224.6%
VT vs BEN
+60.1%
+164.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -0.7% | +7.2% | -7.9% | -3.1% |
| 30D | -1.7% | +14.1% | -15.9% | -6.3% |
| 3M | -2.3% | +9.9% | -12.2% | -5.7% |
| 6M | +1.5% | +17.4% | -15.9% | -4.4% |
| YTD | +12.0% | +57.3% | -45.3% | -5.2% |
| 1Y | +12.9% | +66.9% | -54.1% | -6.5% |
| 3Y | +74.9% | +85.7% | -10.7% | +35.3% |
| 5Y | +59.9% | +31.2% | +28.7% | +36.9% |
| 10Y | +224.6% | +61.0% | +163.6% | +135.5% |
| All | +224.6% | +60.1% | +164.6% | +135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling